Junior Financial Planner – On‑site with hybrid option after probation

About the role

Our client, an independent financial services provider with over 30 years of experience, is seeking a Junior Financial Planner to join their team in Woodmead, Johannesburg. The role starts with a fixed monthly salary and transitions to a commission‑based structure after the first 18 months, offering a clear career path in financial advice and client relationship management.

Key responsibilities

• Identify and acquire new clients through networking, referrals and business development activities.
• Build and maintain strong relationships with prospective and existing clients.
• Provide ongoing financial advice and support to an allocated client portfolio.
• Conduct client needs analyses and develop tailored financial plans.
• Present appropriate financial solutions based on clients' needs and circumstances.
• Maintain accurate and up‑to‑date client records.
• Ensure all client interactions and advice comply with FAIS requirements and applicable financial sector legislation.
• Stay informed of changes to financial regulations, legislation and financial products.
• Deliver a consistently high standard of professional and ethical client service.

Required profile

• BCom Degree in Finance or a related field.
• Successful completion of RE5 as required under FAIS legislation.
• Excellent interpersonal and communication skills.
• Strong client‑service orientation.
• Good organisational and time‑management skills.
• Ability to work independently as well as effectively within a team.
• Proactive approach to business development and client engagement.

Required skills

What we offer

• Monthly salary of R15,000 CTC for the first 18 months.
• Transition to a 100% commission‑based structure with a 50/50 split after portfolio hand‑over.
• On‑site work with hybrid flexibility after successful completion of a 6‑month probation period.